Wespac Advisors, LLC Purchases in Q3 2025

Wespac Advisors, LLC

  • $146 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.65K
+ 79.29%
$620.67 - $670.08 $2.89M - $3.12M
10.5K $7.04M
ILF
Ishares Latin America 40 ETF

ETFs
71.5K
New
$24.77 - $28.98 $1.77M - $2.07M
71.5K $2.06M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
44.3K
New
$32.29 - $38.12 $1.43M - $1.69M
44.3K $1.69M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
28.1K
+ 211.39%
$50.32 - $54.01 $1.41M - $1.52M
41.3K $2.23M
VUG
Vanguard Growth ETF

ETFs
2.89K
+ 85.53%
$433.97 - $484.08 $1.25M - $1.4M
6.27K $3.01M
IWM
Ishares Russell 2000 ETF

ETFs
5.76K
New
$214.92 - $244.84 $1.24M - $1.41M
5.76K $1.39M
IGM
Ishares Expanded Tech Sector E

ETFs
10.9K
New
$110.96 - $127.67 $1.21M - $1.39M
10.9K $1.37M
PULS
Pgim ETF Tr

ETFs
27K
+ 43.4%
$49.58 - $49.83 $1.34M - $1.35M
89.3K $4.45M
CGDV
Capital Group Divid Value ETF

ETFs
24.6K
+ 64.21%
$39.59 - $42.21 $973K - $1.04M
62.9K $2.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.8K
New
$28.92 - $32.19 $1.01M - $1.12M
34.8K $1.11M
FFIV
F5, Inc.

Technology
3.07K
New
$290.76 - $334.59 $894K - $1.03M
3.07K $993K
XLE
Energy Sector Spdr

ETFs
10.6K
New
$84.25 - $91.99 $890K - $972K
10.6K $943K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.12K
+ 44.99%
$181.56 - $190.33 $748K - $785K
13.3K $2.52M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
9.07K
New
$67.16 - $93.48 $609K - $848K
9.07K $845K
DINO
Hf Sinclair Corp

Energy
15.8K
New
$42.11 - $54.01 $663K - $851K
15.8K $824K
O
Realty Income Corp

Real Estate
13.1K
New
$56.13 - $60.79 $733K - $794K
13.1K $794K
VICI
Vici Properties Inc.

Real Estate
24.2K
New
$31.43 - $33.93 $761K - $821K
24.2K $789K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.22K
New
$79.76 - $85.78 $735K - $791K
9.22K $780K
TFC
Truist Financial Corp

Financial Services
16.9K
New
$42.83 - $47.07 $723K - $794K
16.9K $771K
LNC
Lincoln National Corp

Financial Services
18.3K
New
$33.37 - $43.29 $610K - $791K
18.3K $736K
OMF
One Main Holdings, Inc.

Financial Services
12.5K
New
$55.61 - $62.61 $696K - $783K
12.5K $706K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.16K
+ 69.21%
$70.77 - $73.59 $649K - $674K
22.4K $1.64M
VCR
Vanguard Consumer Discretionar

ETFs
1.72K
New
$359.61 - $401.35 $619K - $690K
1.72K $681K
PVAL
Putnam ETF Tr Putnam Focused L
15.2K
+ 184.73%
$39.93 - $42.72 $609K - $651K
23.5K $1M
WPC
W. P. Carey Inc.

Real Estate
9.9K
New
$61.29 - $68.7 $607K - $680K
9.9K $668K
HAS
Hasbro, Inc.

Consumer Cyclical
7.61K
New
$73.92 - $81.85 $563K - $623K
7.61K $577K
D
Dominion Energy, Inc

Utilities
9.34K
New
$56.32 - $62.1 $526K - $580K
9.34K $571K
F
Ford Motor CO

Consumer Cyclical
47.3K
New
$10.82 - $12.09 $512K - $572K
47.3K $566K
CGGR
Capital Group Growth ETF Shs C

ETFs
12.4K
New
$40.2 - $44.58 $499K - $553K
12.4K $544K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.64K
New
$136.48 - $142.97 $497K - $521K
3.64K $509K
VXF
Vanguard Extended Market ETF

ETFs
2.4K
New
$193.58 - $213.07 $465K - $512K
2.4K $503K
ES
Eversource Energy

Utilities
7.05K
New
$62.86 - $71.14 $443K - $502K
7.05K $501K
BEN
Franklin Resources Inc

Financial Services
21K
New
$23.13 - $26.03 $486K - $547K
21K $486K
QQQ
Invesco Qqq Trust, Series 1

ETFs
508
+ 22.55%
$546.99 - $602.2 $278K - $306K
2.76K $1.66M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.01K
+ 18.18%
$48.35 - $53.13 $242K - $266K
32.5K $1.71M
GE
General Electric CO

Industrials
585
+ 12.82%
$244.75 - $305.63 $143K - $179K
5.15K $1.55M
IAU
Ishares Gold Trust

ETFs
1.19K
+ 4.63%
$61.62 - $72.77 $73.2K - $86.5K
26.9K $1.96M
MSFT
Microsoft Corp

Technology
552
+ 17.64%
$491.09 - $535.64 $271K - $296K
3.68K $1.91M
SLV
I Shares Silver Trust

ETFs
1.37K
+ 4.48%
$32.73 - $42.5 $45K - $58.4K
32K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.03%
$567.77 - $614.76 $1.14K - $1.23K
7.45K $4.56M
GLD
Spdr Gold Trust

ETFs
637
+ 36.76%
$300.96 - $355.47 $192K - $226K
2.37K $842K
CLOI
Vaneck ETF Tr

ETFs
5.72K
+ 88.4%
$52.8 - $53.1 $302K - $304K
12.2K $647K
GOOGL
Alphabet Inc.

Communication Services
21
+ 0.5%
$174.36 - $254.72 $3.66K - $5.35K
4.23K $1.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.97K
New
$55.61 - $57.37 $276K - $285K
4.97K $283K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.5K
New
$107.66 - $112.36 $269K - $281K
2.5K $278K
APH
Amphenol Corp

Technology
465
+ 6.52%
$97.39 - $125.4 $45.3K - $58.3K
7.59K $939K
TPR
Tapestry, Inc.

Consumer Cyclical
620
+ 9.7%
$86.48 - $116.14 $53.6K - $72K
7.01K $794K
APP
App Lovin Corp

Technology
301
New
$335.1 - $718.54 $101K - $216K
301 $216K
SCCO
Southern Copper Corp

Basic Materials
1.74K
New
$90.54 - $121.36 $157K - $211K
1.74K $210K
Activity Summary
Buys All Purchases 106 New Holdings 37 Increased Positions 69 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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